LISA APPLEGATH
SENIOR WEALTH ADVISOR

For me, it's all about family. Tom, my amazing husband of thirty plus years, is not only my partner in life but also my business partner, and has been for over twenty-five years. Our two wonderful adult sons, Reed and Wil are making their own mark in the world.

This sense of valuing 'family' extends to our team as well as to our clients. Our clients know that we are there for them in every way.

It's wonderful to be at a place in my life where I trust my experience, abilities and integrity. I know that I have something important to bring to life and I also know I make a difference. I love that I am able, willing and have the opportunities to inspire people - especially women - to trust that they too, can create their lives and make a difference in the world. 

Tom Trimble, CIM, CFP, CIMA
Portfolio Manager

Of course, my voracious thirst for distilling to the essence extends to the rest of my life as well. Cars, bicycles…all kinds of gear. What intrigues me is the perfect combination of design and performance. Performance is essential.

In my professional life, (dealing with stocks) I am buttoned-down, conservative and risk adverse. But in my personal life—man, I love busting boundaries. When you are on the back straight, on a track, doing 240 in a high-performance car, you face split second decisions, complex mental challenges with calculated risks that require you to be absolutely focused and dialed-in with full mental and physical acuity.

Focused and dialed-in applies equally to my ‘work family’ and my family at home. For Lisa and I, family is number one. My father was a keen athlete, so sports became a way for me to be hands-on with our two sons as well. I coached baseball, soccer, hockey, track and basketball and I loved every minute of teaching and motivating. I made sure everybody got to play and have fun as they learned teamwork and to take pride in their personal best.

Family. Context. High performance.

Add a good bottle of wine and that about sums me up.

Matt Hennebury, CIM, CFP
Associate Investment Advisor

With an economics degree in my pocket, I became a U.S. licensed stock and option trader in a major firm. But watching good people crash and burn in a self-directed brokerage (we could not say one word as registered representatives) became a turning point in my life. I realized I wanted to be part of a team committed to taking care of people -- not just their money.

It’s rewarding to help people with everything from financial decisions to family relationships, designing plans for their lives now and in the future, using the tools of wealth management. When people know they can achieve their dreams, it is a great feeling for them, and for me.

Being with The Applegath Group for over a decade, it’s satisfying to know I am part of something that is much bigger than myself.

Susy Fossati
Financial Associate

If one word could sum up how I live and work, it would be with, ‘Poise’. “A calm confidence in how one behaves. Grace.” We cherish our wonderful clients at The Applegath Group. I make sure that every client experience is both graciously planned and calmly executed. Our clients are the best, they deserve the best and they appreciate it.

Even while preparing annual reviews, portfolio summaries and other essential reports, or when co-ordinating meetings, team projects and office initiatives, my goal is always to enhance everything in a way that infuses beauty and creativity to that which could otherwise be quite ordinary. I believe that when an experience is created with beauty and elegance, it is both remembered and valued.

Creating moments of inspired beauty for others to experience compels me with joy. Giving, not receiving, infuses me with energy. Seeing other people happy—well, it just makes me happy.

Jennifer Qiu
Financial Associate

Working in our team is a perfect fit. Connecting with clients on a personal level allows me to ‘learn the language of their life’ – to understand who they are, why it’s important to them, what they want and need and how we can proceed. My goal is to drive towards a better solution for the client together with my team.

But this is where it gets exciting –every time I implement a workable and concrete solution for a client, I also learn something new! It’s a win-win, and gratifying to know that my work helps them.

The pursuit of knowledge has been a tremendous advantage in my life. Growing up in Pakistan, my parents placed a huge emphasis on our linguistic abilities so that my siblings and I had a connection with our familial roots and our Chinese heritage. Being fluent in Hakka, Mandarin, Cantonese and English has helped me understand the cultural complexities of the Eastern and the Western cultures and it has helped me communicate with extended relatives that expands my understanding of our family history.